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Sponsor portfolioTH

VELOCITY CREDIT UNION

EIN 74-1200165-banking-Latest filing 2025
Plans
3
Retirement
2
$71.0M assets
Welfare
1
$2.0M premiums
Participants
641
4515 SETON CENTER PARKWAY - AUSTIN, TX 78759512-469-7000velocitycu.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#012TraditionalDB-$52.6M - 169 part#033401k-$18.4M - 266 part#503Fully Insured-$2.0M - 227 lives

Retirement portfolio analytics

2 plans aggregated / $71.0M assets / 435 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CREDIT UNION PENSION (#012)74%
  • THRIFT AND Savings (#033)26%
Total $71.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THRIFT AND Savings (#033)266
  • CREDIT UNION PENSION (#012)169
Total 435Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$280K
  • Life$280K
  • Short-term disability$280K
  • Long-term disability$280K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • STANDARD INSURANCE COMPANY14%
  • SUPERIOR VISION PLAN OF TEXAS1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $165K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#012

VELOCITY CREDIT UNION PENSION PLAN

TraditionalDB

Assets$52.6M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN

401k

Assets$18.4M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

VELOCITY CREDIT UNION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
012VELOCITY CREDIT UNION PENSION PLANTraditionalDB$52.6M1692024
033VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN401k$18.4M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503VELOCITY CREDIT UNION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M2272025
Retirement plans
Welfare plans
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